Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Tax Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, General Studies, University of Michigan, Ann Arbor, MI, 2002

Interests

  • I enjoy spending time with my family, Brett (husband) and kids Mackenzie (11) and Jack (9)
  • I travel annually to visit my parents in Scottsdale, Arizona. The desert is beautiful!
  • I enjoy walking, reading, biking and the outdoors.

Community participation

Family Mentor Foundation

Awards & recognition

  • Premier Protection Award, RiverSource Life Insurance Co., 2014
  • Five Star Wealth Manager, 2021
  • Ameriprise Client Experience Award, 2020
  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Ameriprise Women's Empowerment Network Board Chair

Previous experience

  • Ameriprise Financial Services Inc. , Manager, Troy, MI, 2004-2006

Honored to Receive Industry Recognition

I’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.